Stifel Financial (SF) Tops Q4 Earnings and Revenue Estimates

Core Insights - Stifel Financial reported quarterly earnings of $2.63 per share, exceeding the Zacks Consensus Estimate of $2.48 per share, and showing an increase from $2.23 per share a year ago, resulting in an earnings surprise of +6.05% [1] - The company achieved revenues of $1.56 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.96% and up from $1.36 billion year-over-year [2] - Stifel has outperformed consensus EPS estimates three times in the last four quarters, indicating a positive trend in earnings performance [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.17 on revenues of $1.47 billion, while for the current fiscal year, the estimate is $9.58 on revenues of $6.16 billion [7] - The earnings outlook is crucial for investors, as it reflects current consensus expectations and any recent changes in those expectations [4] Industry Context - The Financial - Investment Bank industry, to which Stifel belongs, is currently ranked in the top 14% of over 250 Zacks industries, suggesting a favorable environment for performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] Stock Performance - Stifel shares have increased by approximately 0.9% since the beginning of the year, compared to a 1.9% gain in the S&P 500 [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6]